Bowman & Co S.C. AGG Holdings History
Bowman & Co S.C.'s iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-06-30, Bowman & Co S.C. held 101,993.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $10.12 Mil. This investment constitutes 4.51% of their stock portfolio, and Bowman & Co S.C. now holds 0.01% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2021Q4. And since then Bowman & Co S.C. has made 10 purchases of AGG, at an average price of $106.18, for a total of 214,986.00 shares. In addition, there have been 4 sales at an average price of $97.84 for 112,993.00 shares. Based on historical transaction data and AGG's current price of $98.04, Bowman & Co S.C.'s estimated gain on his AGG holdings is $-1.77 Mil, reflecting a -7.76% gain to date.
Bowman & Co S.C. AGG ($98.04) Holding Chart
Bowman & Co S.C. AGG ($98.04) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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